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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,615 | $199,109-69.1% | $173,730-64.5% | $154,746-60.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.81% | 20.02%-7.2pp | 19.96%-7.1pp | 172.34%-159.5pp |
| Employer contribution / active EE | $3,991 | $5,311-24.9% | $4,577-12.8% | $4,379-8.9% |
| Participant deferral / active EE | $6,385 | $7,113-10.2% | $6,326+0.9% | $6,730-5.1% |
| Admin fee / account holder | $225 | $20,916-98.9% | $17,523-98.7% | $14,365-98.4% |